Wal-Mart Stores shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 4.6k | 103.08 |
| 2025-06-30 | $454k | 4.6k | 97.79 |
| 2025-03-31 | $409k | 4.7k | 87.80 |
| 2024-12-31 | $221k | 2.9k | 77.25 |
| 2024-09-30 | $278k | 3.4k | 80.77 |
| 2023-06-30 | $227k | 1.4k | 157.18 |
| 2023-03-31 | $116k | 784 | 147.45 |
| 2022-12-31 | $113k | 797 | 141.79 |